Blueprint Financial Advisors LLC Portfolio Holdings

Blueprint Financial Advisors LLC

  • $463 Billion
  • Q3 2025

Blueprint Financial Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $463 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tidal Trust Ii with a value of $73.9B, Spdr Portfolio S&P 1500 Compos with a value of $37.6B, Vanguard Large Cap ETF with a value of $18.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $17.2B, and Listed Fds Tr Swan Hedged Equi with a value of $17.2B.

Examining the 13F form we can see an increase of $151B in the current position value, from $312B to 463B.

Blueprint Financial Advisors LLC is based out at Greensboto, NC

Below you can find more details about Blueprint Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $463 Billion
ETFs: $304 Billion
Technology: $28.5 Billion
Financial Services: $23.7 Billion
Energy: $9.79 Billion
Industrials: $4.36 Billion
Consumer Cyclical: $2.63 Billion
Communication Services: $1.01 Billion
N/A: $271 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$16 Billion 3.45% of portfolio
85,495
Q3 2025 Added 289.23%
$4.3T
$7.19 Billion 1.55% of portfolio
28,235
Q3 2025 Added 89.13%
$662B
$5.43 Billion 1.17% of portfolio
10,797
Q3 2025 New
$3.78T
$5.31 Billion 1.15% of portfolio
10,254
Q3 2025 Added 130.53%
$881B
$3.32 Billion 0.72% of portfolio
10,521
Q3 2025 New
$2.39T
$2.63 Billion 0.57% of portfolio
11,974
Q3 2025 New
$490B
$1.27 Billion 0.27% of portfolio
11,260
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $463 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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